Commercial Insurance Assistant Account Manager

Lawley is a family-owned insurance broker with over 70 years of experience, committed to building genuine relationships with teams and clients. The role of Commercial Insurance Assistant Account Manager involves producing insurance documents, obtaining renewal quotes, and identifying cross-sell and up-sell opportunities while supporting miscellaneous duties as requested.

Responsibilities

• Produce summaries, ordering and issuing binders, certificates, policies, policy changes, premium/loss summaries, proposals, complete coverage reviews and other insurance documents within designated timelines
• Obtain non-marketed renewal quotes from existing carriers, completing renewal processes and handle non-renewal and cancellations for cause, validate audits
• Identify cross sell and up sell opportunities as appropriate
• Expand and grow in your role when supporting miscellaneous duties as requested

Skills

• At least one-year experience in a similar position; Commercial experience preferred
• Property & Casualty License or willingness to pursue within 90 days
• Relevant knowledge of insurance products, documents and usages
• Word and Excel skills are a must
• Ability to work well independently and on a team
• Incredible attention to detail and organizational skills
• Open to continuing education
• Positive attitude, even in a fast-paced environment
• A passion to make customers and coworkers feel important and valued
• Capability to work quickly and efficiently
• Methodical, yet swift decision-making skills especially in regard to prioritization
• Precise communication skills, even under time constraints
• Commercial experience preferred
• Applied/EPIC and carrier website experience is preferred
• College degree preferred

Benefits

• Competitive salary and referral bonuses!
• Expansive Benefits (Medical, Dental, Vision—and SO many more).
• 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
• Company 401K contribution received starting Day 1 (for participants 21+ years old).
• Educational support, career development, and growth opportunities.
• Job Security (we’ve never had a lay-off, even during the pandemic).
• Flexibility, including hybrid schedules! Business hours 8am-4:30pm.
• Comfortable, family-oriented culture, with an emphasis on work life balance.
• Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities).
• Fulfilling opportunities that align with your career path and our business needs.

Company Overview